Bear Pelland Associates

We are driven by a core belief system that the foundation of even the most complex design is based in a simplified yet structured process. Confidence comes from a plan anchored in a foundation designed to meet that goal with clarity, purpose and the ability to adapt. Its ability to withstand the test of time makes it transformative in nature.

It ensures that legacies are preserved and dreams are realized. We help people confidently plan for success. Plan Sponsors today are held to such a high standard of fiduciary responsibility. Even attempting to monitor legislative and regulatory change would quickly push the most astute plan sponsor outside their comfort zone.